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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

59 hedge funds and large institutions have $197M invested in iShares Morningstar Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
24
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42.8M
2
Jane Street
2
Jane Street
New York
$9.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.22M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.14M
5
Bank of America
5
Bank of America
North Carolina
$5.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.5M
2
OC
2
Oppenheimer & Co
New York
$0
3
WA
3
WESPAC Advisors
California
$2.26M
4
CS
4
Comerica Securities
Michigan
$0
5
MFS
5
MSI Financial Services
Massachusetts
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$698K 5,063 – –
FAAS
27
First Allied Advisory Services
California
$606K 4,382 +62 +1%
TH
28
Timber Hill
Connecticut
$557K 4,042 +2,225 +122%
SI
29
SII Investments
Wisconsin
$509K 3,692 +519 +16%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$428K 3,107 -2,891 -48%
AIG
31
American International Group
New York
$419K 3,032 +354 +13%
CWM
32
Concert Wealth Management
California
$406K 2,931 +381 +15%
ALA
33
Atherton Lane Advisers
California
$358K 2,595 – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$344K 2,499 +35 +1%
SPC
35
Sigma Planning Corp
Michigan
$342K 2,478 -256 -9%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$338K 2,456 -37 -1%
AIP
37
Ameritas Investment Partners
Nebraska
$316K 2,297 +1,600 +230%
IF
38
Ironwood Financial
Arizona
$305K 2,215 – –
MIM
39
Marco Investment Management
Georgia
$237K 1,722 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$214K 1,553 +237 +18%
CAN
41
Cetera Advisor Networks
California
$211K 1,522 +189 +14%
Goldman Sachs
42
Goldman Sachs
New York
$205K 1,486 +1,486 New
NFG
43
Next Financial Group
Texas
$164K 1,194 -49 -4%
WEC
44
Winslow Evans & Crocker
Massachusetts
$155K 1,128 +74 +7%
SSB
45
Sandy Spring Bank
Maryland
$129K 935 – –
ASN
46
Advisory Services Network
Georgia
$86K 627 – –
WTC
47
WhitTier Trust Company
Nevada
$80K 577 -10 -2%
BKA
48
Brick & Kyle Associates
Pennsylvania
$76K 550 – –
ACM
49
Argentus Capital Management
Texas
$45K 328 +328 New
SEI Investments
50
SEI Investments
Pennsylvania
$39K 285 +285 New
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